Accounting and Benefits Coordinator

Marion Independent School District Marion Independent School District - Marion, Iowa Open in Google Maps

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JOB TITLE: Accounting & Benefits Coordinator

REPORTS TO: Business Manager

STATUS: Full Time, 40 hours/week; 12 month contract

BASIC FUNCTION: To support the Administration and the goals of the District in a professional manner that provides a positive environment for students, staff and general public. To assist the Business Manager in a manner to provide the best possible functioning Business Office.

EVALUATION: The Business Manager evaluates based on job performance.

• Community College/Business training or related experience in school finance preferred.
• School Business Official (SBO) license required.
• Ability to take instructions, direct and interact positively with others.
• Demonstrates proficiency in the use of:
  • General office equipment
  • Computers (PC's)
  • Word processing and spreadsheet software.
• Demonstrates aptitude to learn advanced technology.
• Maintains professional growth through organizations, workshops, seminars and/or related professional reading.
• Strong communication and organization skills, and ability to interact effectively with faculty, staff, students, and community.
• Organizational and management skills needed to effectively assist with multiple projects at the same time. Ability to prioritize, organize, and have excellent attention to detail.
• Maintain a positive attitude and flexibility in daily work tasks.
• Ability to maintain confidentiality in all aspects of the job.

• Demonstrate organization and professionalism in fulfilling the responsibilities of the position.
• Maintain a "service orientation" and treat all students, parents, staff, and visitors with professional courtesy.
• Demonstrate a positive attitude toward school, students and job while communicating the same to the community.
• Contribute as a collaborative member of the District Office Team.
• Attend professional learning opportunities as needed to stay current with state and federal regulations and requirements.
• Maintain professionalism and confidentiality with student and personnel records and school operations.

• Assist Business Manager in preparation of the year-end annual report, journal entries and audit preparation.
• Act as SBO in limited capacity and in the absence of the Business Manager.
• Establish and maintain manual of business office policies and procedures for the District.
• Reconcile bank statements.
• Maintain and prepare documentation of Board approved district fundraisers, including necessary audit reporting and adjustments.
• Maintain district Activity Fund management.
• Maintain district Nutrition Fund management to include negative balance management and nutrition sales calculations in partnership with the Food Service Director.
• Post monthly food service sales.
• Assign student textbooks, preschool and transportation fees and send out monthly emails for outstanding balances
• Monitor and prepare documents for the purchase card program and the amazon business account.
• Assist with performing month-end, fiscal, and calendar year-end finance system processing; print and distribute ledgers and monthly reports.
• Maintain special education contracts.
• Maintain and prepare billing documents for Non Public Transportation, Open Enrollment, Special Education tuition and Supplementary Weighting for Business Manager review
• Pull weekly medicaid reports, allocate funds to proper accounts, reconcile monthly invoices.
• Contact vendors regarding outstanding checks and either reissue or report the unclaimed property to the State of residence.
• Review, Process and maintain Federal Grant letters, documentation, and reporting.
• Process and maintain employee benefits system for enrollment, staff training/education in partnership with employee benefits providers.
• Other duties assigned

• Able to answer and communicate over the telephone in a clear, precise voice.
• Able to write and record reports utilizing basic computer functions.
• Able to sit, reach, carry, push, bend body at waist, bend both knees, twist, and stoop while handling items.
• Able to read and interpret policies, procedures and employee handbook.
• Occasionally lift up to 50 pounds using proper lifting techniques.

• Primary work setting is the District Administration Office but duties at times may require working…